Thursday, July 11, 2019

Saved Search showing Customers of a Certain Partner who Bought a Certain Product

To create a saved Search showing customers of a certain partner who bought a certain product please follow the steps below:

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select Transaction as the search type
3. On the Criteria tab and Standard sub-tab please add a filter titled Partner and on the pop up window select the partner you would want to create this search for and then click set.
4. Add another filter called Type and in the pop up select Cash Sale and Invoice
5. Add another filter called Item and in the pop up select the particular item in question
6. Add another filter called Tax Line and in the pop up select no
7. Add another filter called Shipping Line and in the pop up select no
8. Add another filter called COGS and in the pop up select no
9. Click on the Results tab and on the Column sub-tab add a filed called Name and set the Summary Type to Group
10. Add another column called Item and set the Summary Type to Group
11. Add another column called Amount and set the Summary Type to Sum
12. Select an appropriate Search Title and Save & Run the search

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